Independent heritage Leverage ISG’s long-standing independence and broker/dealer culture to position as a stable partner for advisors seeking autonomy with enhanced support through Osaic Wealth capabilities.

Technology access Highlight the strategic alliance with Osaic Wealth, including access to technology, trading, and research, as a selling point for advisors seeking modern platforms and scalable tech integrations.

Growth and scale Capitalize on ISG’s status as a large branch within Osaic Wealth with approximately 100 advisors and over $2B AUM, signaling capacity for onboarding affiliates, resources for practice management, and expanded service offerings.

Full-service ecosystem Promote the bundled benefits from Ladenburg Thalmann and Premier Trust through Securities America’s network, offering investment banking, trust services, and diversified financial solutions to clients.

Financial health Position ISG’s revenue range and flagship placement within a leading wealth ecosystem to target mid-market advisors and small RIAs seeking scalable, well-capitalized platform options.